TFO Wealth Partners’s DaVita DVA Stock Holding History

TFO Wealth Partners’s Portfolio DVA Stock Details DVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3	Closed	-$314	–	839
2023 Q4	$314	Hold	3	–	–	﹤0.01%	504
2023 Q3	$301	Buy	+3	New	+$306	﹤0.01%	654

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TFO Wealth Partners's DVA Position: Q1 2024 in Review

TFO Wealth Partners sold out of DaVita (DVA) in Q1 2024, closing a stake of 3 shares — an estimated $314 sold.

TFO Wealth Partners first reported a position in DVA in Q3 2023 and held it in 2 quarters. The position peaked at $314 in Q4 2023. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

TFO Wealth Partners reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 DaVita shares in Q1 2024, an estimated $314.
TFO Wealth Partners first reported a position in DaVita in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's DaVita position peaked at $314 in Q4 2023.
545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.